Jonathan Morris
STRATEGIC ADVISERS | Financial Consultant
GARDENA, CA
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CRD#: 6114205
Professional summary
Jonathan Morris, CFP®, who also goes by Jonathan Michael Morris, Jonathan Morris, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Gardena, California and FIDELITY BROKERAGE SERVICES LLC located in Torrance, California.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jonathan has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I believe there is no other viable alternative than starting with the end in mind when it comes to planning with my clients. As your Financial Consultant, I want to spend the time it takes to get to know you, your family, and your goals. Using Fidelity's technologies and resources, together we will build a financial plan that is personalized to your family's needs, lifestyle, and goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan Michael Morris | Jonathan Morris
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Morris's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
Washington State University
Bachelor of Science (BS) - Economics
2012
Washington State University
Bachelor of Arts (BA) - Business Administration, Finance
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 21701 Hawthorne Blvd, Torrance, CA 90503RIA
CRD#: 104555
GARDENA, CA
Current
August 27, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 21701 Hawthorne Blvd, Torrance, CA 90503BD
CRD#: 7784
Torrance, CA
Past
June 8, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SANTA BARBARA, CA
Past
February 2, 2018 - July 23, 2018
PLANMEMBER SECURITIES CORPORATION
RIA
CRD#: 11869
CARPINTERIA, CA
Past
December 1, 2016 - July 23, 2018
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
CARPINTERIA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/27/2018)
RR
California(8/27/2018)
IAR
California(3/31/2025)
RR
Colorado(5/6/2022)
RR
Delaware(10/18/2024)
RR
District of Columbia(7/19/2024)
RR
Florida(2/14/2023)
RR
Georgia(2/11/2026)
RR
Hawaii(1/10/2022)
RR
Idaho(2/13/2023)
RR
Indiana(1/15/2026)
RR
Michigan(4/28/2025)
RR
Minnesota(4/17/2024)
RR
Nevada(8/27/2018)
RR
New York(5/6/2022)
RR
North Carolina(9/29/2023)
RR
Oregon(2/16/2022)
IAR
Texas(3/31/2025)
RR
Utah(2/12/2021)
RR
Virginia(12/2/2025)
RR
Washington(4/26/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)PREMIUM
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Gardena, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
